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STRGX vs VIMSX
STRGX vs VIMSX Comparison
Open Charts STRGX vs VIMSX
Sterling Capital MdCp Relatv Val Instl
Price$60.09
Change+$0.19 (+0.32%)
VolumeN/A
Net Assets39.2M
Vanguard Mid Cap Index Investor
Price$74.75
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets176.87B
STRGX vs VIMSX Comparison Chart
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STRGX vs. VIMSX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is STRGX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 177B vs. STRGX (39.2M). VIMSX pays higher dividends than STRGX: VIMSX (1.38) vs STRGX (0.68). STRGX was incepted earlier than VIMSX: STRGX (52 years) vs VIMSX (27 years). VIMSX is a more actively managed with annual turnover of: 13.00 vs. STRGX (4.89). VIMSX has a lower initial minimum investment than STRGX: VIMSX (3000) vs STRGX (1000000). VIMSX annual gain was more profitable for investors over the last year : 20.80 vs. STRGX (1.96). VIMSX return over 5 years is better than : 50.59 vs. STRGX (-8.26).
| STRGX | VIMSX | STRGX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 27 years | - |
| Gain YTD | 4.052 | 3.719 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2M | 177B | 0% |
| Annual Yield % from dividends | 0.68 | 1.38 | 49% |
| Returns for 1 year | 1.96 | 20.80 | 9% |
| Returns for 3 years | -21.18 | 15.25 | -139% |
| Returns for 5 years | -8.26 | 50.59 | -16% |
| Returns for 10 years | 16.33 | 130.18 | 13% |
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